DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

E••• J• S••••••••

L•••••••• F••••• W••••• A•••••••• L••independent RIAFar Hills, Nj IA-onlyIAPD 6905780

Certified Financial Planner

Feed of 09/15/2026

Also filed as Evan Steinfeld

At current firm

0 y

since Sep 25, 2025

In the industry

12 y

since Aug 1, 2014 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

L•••••••• F••••• W••••• A•••••••• L•• independent RIA current
since Sep 25, 2025 · Venetia, Pa
N•••••• A••••••• BD affiliated
Oct 29, 2024 to Nov 14, 2025 · Far Hills, Nj
L•• F•••••••• L•• BD affiliated
Jun 1, 2021 to Jan 28, 2025 · Morristown, Nj
M••••• S•••••• wirehouse
May 7, 2018 to Jun 8, 2021 · Morristown, Nj

Moves

a registration end followed by a registration begin elsewhere

N•••••• A••••••• to L•••••••• F••••• W••••• A•••••••• L••
left Nov 14, 2025, registered Sep 25, 2025 (-50 days) · Affiliated broker-dealer or bank to a newly registered adviser
L•• F•••••••• L•• to N•••••• A•••••••
left Jan 28, 2025, registered Oct 29, 2024 (-91 days) · Affiliated broker-dealer or bank to another · moved with a team
M••••• S•••••• to L•• F•••••••• L••
left Jun 8, 2021, registered Jun 1, 2021 (-7 days) · Wirehouse to affiliated broker-dealer or bank · moved with a team

Signals

E••• J• S•••••••• left N•••••• A••••••• for L•••••••• F••••• W••••• A•••••••• L•• (registered 2025-09-25)
Nov 14, 2025 · Advisor changed firm · fact
E••• J• S•••••••• left L•• F•••••••• L•• for N•••••• A••••••• (registered 2024-10-29)
Jan 28, 2025 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 12derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address